Blog articles

The StatPro Blog provides information and opinion about the portfolio analysis and performance measurement industry. Our authors are experts from within StatPro and other organisations specializing in research and trends affecting the asset management sector.

The headwinds for actively managed equity funds are formidable. After too many years where too few managers were able to beat their benchmark, investors are increasingly voting with their wallets. The AUM of passive investment products such as ETFs and tracker funds is forecast to double over the next two years. It is easy to understand why active investment strategies are not always the media darling. Read more…

On 22nd April, StatPro hosted a UCITS & AIFMD breakfast event at the Sofitel Luxembourg Europe. We welcomed a group of industry and expert speakers including Benjamin Gauthier, Governance, Risk and Controls Director at PwC Luxembourg and a client panel including Crestbridge, Rothschild Bank and Swedbank Management Company. Read more…

David Oakley highlighted in the Financial Times (13th March) how top investment groups are shock-testing their bond portfolios for the increased liquidity risk that is being perceived by the main financial actors in the bond market. Dario Cintioli, MD StatPro comments on the challenge of stress-testing liquidity risk. Read more…

StatPro recently exhibited and presented as a gold level sponsor at this year’s TSAM Europe congress on 17th March 2015 at Lancaster hotel in London. TSAM is the leading event for developing efficient investment management companies. The 14 year old congress & expo has undergone a complete refresh and was bigger and better than ever. Read more…

Version 62 of StatPro Revolution has some important new features including a new market values based data model with data validation screens, enhancements to our Admin section and support for multiple NAV series data. Read more…

On 19th February, StatPro held an AIFMD Roundup breakfast briefing at the City of London Club. 52 clients and prospects attended to hear from Benjamin Gauthier1, Governance, Risk and Controls Director at PwC Luxembourg and Mattia Prati2, Global Product Specialist Manager at StatPro, discuss their views on the Alternative Investment Managers Directive story so far and how fund managers are working with the regulation in regard to risk monitoring and reporting. Read more…

Assets under management are at an all-time high. In 2013 they stood at $68.7 trillion, which represents a 13% increase over the pre-crash peak in 2007. The future also appears to be rosy for the asset management industry with global AUM predicted to grow to over $100 trillion by 2020, but how do active managers stay competitive and relevant in a world where investors will have more choice than ever before? Read more…

Ian Thompson, a recognized expert in investment performance analysis shares his insights into the future of performance measurement in our blog “Leveraging technology for performance management”. Ian recently joined StatPro as Client Integration Director but we don’t want to keep him all to ourselves. Read more…

From Spotify to Amazon, and Google to Apple, we’ve all heard of the cloud – repeatedly. While adopting the cloud to deliver new features may have become the standard for many consumer-facing industries, we’ve heard time and again that the financial industry has been slow to catch up and has serious concerns regarding cloud deployment. Read more…

The adoption of cloud-based SaaS (Software As A Service) applications is growing. More and more businesses are seeing the advantages of moving from expensive, in-house hardware and and taking advantage of the flexibility and value offered by the cloud. And there are so many advantages to running SaaS applications from the cloud as part of your work flow. However, some software vendors claim to offer a cloud-based solution when in fact it is just a reworked legacy product, this is termed as ‘cloudwash’. Read more…